Dover Partners Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Dayton, OH. Its latest Form ADV filing, dated March 10, 2026, reports $509M in regulatory assets under management, 4 employees, and 33 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.7% of total clients.
Top client categories% of clientsClients
1
Individuals
69.7%
23
2
Pension Plans
30.3%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$509Mas of March 10, 2026
Discretionary6.5%
$33M
7% of total RAUM6.5%
Non-discretionary93.5%
$475M
93% of total RAUM93.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$509M
Total Accounts33
10Y AUM Change+$194M (+61.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee8:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.